eyenquiries: Customising your registration form

eyenquiries: Customising your registration form



When you’re ready for a child to be registered at your nursery, you can send the parent a registration form. Before you do this, it’s best to see what customisation options are available.

  1. In the top right, click on  > System Settings.
  2. On the left-hand side, click on the eyenquiries tab. 
  3. Click Registration/Child Profile Form Setup.
  4. Go through Child Details, Parental Details, and Medical Details tabs one by one and check fields as either Mandatory, Optional, or Hidden.
  5. On the Agreements and Policies tab, you can edit the text for the agreements that parents have to check on the registration form. Note that edits made to this section will not alter names of the checkboxes, which will remain Permissions Authorised, Information Security, Accurate Information, Policies and Procedures, and Confirmation & Signature.
  6. On the Terms and Conditions tab, you can edit the text for the terms and conditions that appear when a parent clicks on the terms and conditions link in the registration form.
  7. Click Save on each page where you’ve made changes.

Files
You can add the option for parents to upload files on the registration form:

  1. In the top right, click on > System Settings.
  2. Click Documents.
  3. Click on the icon next to the document you want to add. This will let you edit it.
  4. If the document has For Children checked, there will be a field called Show on Form.
  5. Click Show on Form and choose Registration Form from the drop-down menu.
  6. Check Is Mandatory if you want uploading the document to be a requirement for completing the form.
  7. Click Save.

Booking Pattern
This is a section that appears when you have enabled certain sessions to appear on the registration form. This allows the parent to choose which sessions and days they prefer. To enable sessions:
  1. In the top right, click on > System Settings.
  2. Click on the Session Types tab on the left.
  3. Click on the icon next to the session to edit it.
  4. Under the Show on Enquiry/Registration Form field, choose which forms you’d like the session to appear on from the drop-down menu.
  5. Click Update.
  6. Do the same for all other sessions you’d like to appear on the form.

To edit the text for this section of the form:
  1. In the top right, click on > Global Settings.
  2. Click on the eyenquiries tab on the left.
  3. Go to Registration/Child Profile Form Setup > Booking Pattern.
  4. Edit the text.
  5. Click Save.

Permissions
In the Permissions section of the registration form, parents can decide what actions they allow the setting to perform with their child. This could include anything from applying sunscreen to letting the child appear in the setting’s promotional content. To add a permission:

  1. In the top right, click on > Global Settings.
  2. Click on the eyenquiries tab on the left.
  3. Go to Child Profiles > Permissions.
  4. Click on the button in the top right.
  5. Enter the name of the permission category.
  6. Click Save.
  7. Find the category you just created on the list and click the icon to edit it.
  8. At the bottom you’ll see a section called Permission. Click on the button next to it to create a permission under this category.
  9. Enter the permission in the empty Name field. This can be something like Apply Nappy Cream.
  10. Click Save.
  11. Repeat steps 8-10 for however many permissions you want under this category.
  12. Click the icon next to any permission to delete it. Categories that don’t have permissions added won’t appear on the form.

Illnesses & Immunisation
The Illnesses & Immunisation section of the registration form is where parents can fill out which illnesses and immunisations a child has had. You can customise what appears in this section.
  1. In the top right, click on > Global Settings.
  2. Click on the eyenquiries tab on the left.
  3. Go to Child Profiles > Illnesses & Immunisation.
  4. Click on the button in the top right to add a new field.
  5. Type in the name of the illness or immunisation in the Name field.
  6. In the Type field, choose whether it’s an illness, has an immunisation, or both from the drop-down menu
  7. Click Save.
  8. You can edit an item by clicking on the icon on the right, and delete it using the icon.


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